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KenSettles
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Ken Settles is a Managing Director of SailingStone Capital Partners, where he is an Investment Analyst and Portfolio Manager. Prior to founding SailingStone in 2014, he was an Investment Analyst at RS people-investments and co-manager of the RS Global Natural Resource strategies.
Previously, he was a Senior Vice President at Neuberger Berman, where he was a Senior Energy Analyst and co-manager of the Neuberger Berman Premier Energy Portfolio. He started his career as a Financial Analyst at Salomon Smith Barney.
He holds a BA in Economics from Williams College and is a CFA charter holder.
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Library Entries by
Ken
Settles
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October 28, 2024
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The shale revolution’s promises remain mixed; learn how evolved business models could drive higher returns and reshape investor expectations.
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May 22, 2024
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In their 1Q 2024 Commentary, SailingStone discusses the need to redefine Energy Transition objectives, create a quantitative framework to evaluate the solutions that meet them, and the critical role that natural gas will play in decarbonization.
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March 12, 2024
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In their Year End 2023 Commentary, the SailingStone team explores the future of decarbonization and identifies investment opportunities within.
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November 13, 2023
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In their Third Quarter 2023 Commentary, the SailingStone team discusses the risks associated with commodity price inflation and the potential opportunities arising from capital constraints and resource exhaustion.
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September 11, 2023
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In their Second Quarter 2023 Commentary, SailingStone discusses company-specific value creation, stalling decarbonization efforts, and the money supply challenges facing the Energy Transition.
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May 22, 2023
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In their First Quarter 2023 Commentary, SailingStone addresses the structural challenges that persist as concerns about inflation have waned, the relationship between oil and inflation, and the implications of a maturing US shale oil industry.
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February 8, 2023
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In their fourth quarter commentary, the SailingStone team provides a recap of the four key themes they were focused on during 2022, how those themes have played out and the five themes they are watching for 2023.
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November 9, 2022
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A lot has been written about inflation lately. And, while we are reluctant to add to the growing discourse on this topic, since much of it, unfortunately, has not been terribly additive to the existing understanding of the many factors that impact pr
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September 7, 2022
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Happy anniversary from us at SailingStone!
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September 2, 2022
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Latest Rio Tinto Offer Remains Disappointing to Minority Shareholders
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August 16, 2022
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In their second open letter to TRQ Independent Directors this year, SailingStone applauds their decision to reject Rio Tinto’s offer highlighting long-time concerns of minority owners.
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July 28, 2022
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As we have discussed for the past few quarters, rising rates, base effects, and far more persistent inflationary headwinds – the hangover from super stimulated monetary conditions post-COVID – are pressuring global economic activity and with it, asse
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May 3, 2022
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Increased awareness of the constraints and physical realities of our collective efforts to both expand and decarbonize the world’s energy systems is a prerequisite to creating the policy and investment climate necessary for success. The next step is
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March 15, 2022
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Houston, Texas, March 15, 2022 (BusinessWire) – SailingStone Capital Partners, a long-time owner of Turquoise Hill Resources Ltd. (TSX:TRQ) (NYSE:TRQ), has delivered the attached letter to the Turquoise Hill Independent Directors.
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March 9, 2022
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Commodity price spikes are almost always the result of supply shocks that are caused by geopolitical events (i.e. – wars and trade wars) or natural disasters. They are, in a word, unsustainable.
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February 25, 2022
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recent events increase the likelihood of stagflation, an outcome we believed was already probable given the consequences of prolonged capital constraints on new supply, the material requirements of the Energy Transition and the post-stimulus hangover
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January 18, 2022
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2021 has been a remarkable year for all things Energy Transition. There has been a litany of promising advancements in areas such as grid-scale energy storage systems (“ESS”) and EV penetration rates which are running well ahead of even the most aggr
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January 11, 2022
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We cannot wait until the world’s economy is powered entirely by renewables, if that is even possible; we need to mitigate greenhouse gas emissions right now.
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